Come see us at upcoming industry events

Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.

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CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.

Upcoming events

P&I WorldPensionSummit

4–6 November | The Hague, Netherlands

Genevieve Hayman, Senior Research Affiliate at CFA Institute, will join a panel discussion on what institutional asset owners value most from asset managers—today and going forward. Topics include asset manager selection, decision-making bias, fee structures & new opportunities for partnership, disclosure rules & data sources, ESG data, and the growing role of AI in evaluations.

FT’s Global Wealth Management Summit

5–6 November 2025 | In-Person & Digital | London, UK

Olivier Fines, Head of Advocacy and Policy Research, EMEA, at CFA Institute, will join the panel: Private Clients Meet Private Markets – Can Investor Protections Keep Pace? CFA Institute members receive 25% off registration with code CFA25 at checkout.

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Investment Icons Debate the Equity Risk Premium

13 November | New York, NY

Hosted by CFA Society New York in collaboration with CFA Institute Research & Policy Center, this event brings together leading voices in finance to revisit Jeremy Siegel’s Stocks for the Long Run and share insights on the future of investing. Attend in person or virtually—open to Global Passport Program.

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CFA Society United Kingdom in-person Q&A session with Vitaliy Katsenelson, CFA

19 November 2025 | London, UK

In partnership with CFA Institute, Vitaliy Katsenelson, CFA, CEO of Investment Manages Associates (IMA) will join CFA Society United Kingdom for a rare Q&A session inspired by his acclaimed side session at the Berkshire Hathaway Annual Meeting. Open to professionals in value investing and the broader investment community.

S&P DJI Hong Kong Thought Leadership Seminar 2025: Eyes on Asia

20 November 2025 | Hong Kong SAR

Mary Leung, Senior Advisor, Research and Advocacy, Asia Pacific at CFA Institute, will join a panel discussion to explore the growing institutional interest in private markets, the evolving role of private credit, and the frameworks investors are using to evaluate performance and tap into opportunities.

2025 Microsoft Excel Collegiate Challenge

1–3 December | Las Vegas, NV

CFA Institute is supporting the MECC 2025, a dynamic student competition that showcases spreadsheet and analytical skills.

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2025 Financial Modeling World Cup

1–3 December | Las Vegas, NV

CFA Institute is proud to sponsor the 2025 Financial Modeling World Cup. As part of our partnership, our community gets 20% off The Active Cell, a hands-on Microsoft Excel and financial modeling training camp. Compete, learn, and sharpen your skills with real-world challenges. Use code CFAINSTITUTE at checkout to save.

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